Planning matters

The College Conundrum

For decades the traditional four-year college was touted as an excellent way to achieve the American Dream, but is that still the case? With mountains of student debt, sky-high tuition, and the ongoing threat of pandemic campus closures, how do you know if it’s right for you or your loved ones? Let’s explore a few…

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Is Your Teenager Ready to Start Building Credit?

My daughter, who will soon turn 18 years old and is in high school, asked if she can apply for a credit card. For the past few years, she has been utilizing a high school checking account. This has provided her the opportunity to learn how to responsibly use a debit card, keep track of…

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September is Life Insurance Awareness Month

September is a time of transition, it’s back to school for the kids, the weather is changing, the leaves are starting to turn and it’s a good time to “get back to business.”  In the past year and a half, the COVID-19 pandemic has raised the awareness of the fragility of life and how precarious…

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What is Socially Responsible Investing?

The last decade has seen rapid growth in the realm of “Socially Responsible Investing”, a blanket term for a wide variety of investment philosophies aimed at aligning your investments with your values. But what does that even mean and how do you get started? Quiz time: When was the earliest use of socially responsible investing?…

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Remember to KISS

Every once in awhile my husband will yell out KISS, and he’s not looking for a smooch. Whether talking to himself, sharing the sentiment with one of our two daughters or directing the message to me – he’s referring to the acronym: Keep It Simple, Stupid. Although I’m not a fan of the term ‘stupid’…

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